Create budgets with summarization during estimate import
Important
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| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Mar 31, 2024 |
Mar 31, 2024 |
Business value
Summarization helps keep the number of budget lines at a manageable quantity, so tracking actuals against the budget lines is easier for you to manage.
Feature details
A project budget can be created from estimates by importing the estimates, quote line details, or contract line details into budget lines.
Estimates are generally created at a granular level. For example, an estimate that is created for every resource that’s associated with a task. If the estimates are then imported to create the budget lines, an increased number of budget lines are created. This increase makes it difficult for the project manager to track the costs at such a granular level.
Summarization during import lets you merge the estimate lines, for example, at a task level where the quantity and amount of all time estimate lines associated with a task are summarized and budgeted against the task.
This feature enhances the import-from-estimates experience during budget creation, where summarized budget lines are created to make budget tracking easier at a dimension level, like task or role.
